Tripp Hale is a CFP® with 20 years of industry experience, currently serving at Hale & Doerr Wealth Management LLC in Gulf Breeze, FL. His prior roles include positions at HD Vest and Edward Jones. Outside of financial advising, he owns and operates an accounting and bookkeeping business and serves as president of a local farm corporation. Hale & Doerr Wealth Management LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a multi-disciplinary investment process and incorporates advanced technology while offering additional accounting and insurance services alongside its advisory work.

Heather Doerr is a financial advisor at Hale & Doerr Wealth Management LLC with seven years of industry experience. She holds a Series 65 credential and has worked at Hale & Doerr Wealth Management since 2019. Her prior experience includes roles at HD Vest Advisory Services and ERA, as well as involvement in business ventures such as Doerr Enterprises LLC and Hale and Doerr LLC. Hale & Doerr Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a range of analytical methods and trading strategies, offering diversified portfolios that may include alternative investments, while maintaining affiliations with accounting and insurance activities.